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106 Main Street Suite D, Matawan, NJ 07747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| George H. Drawbaugh & Associates | Red Bank | NJ | 07/1997 | 12/2020 |
| Securities America Inc. | Lavista | NE | 02/2011 | 12/2016 |
| Foresters Equity Services, Inc. | San Diego | CA | 01/2017 | 10/2018 |
| Lifemark Securities Corp. | Rochester | NY | 10/2018 | 04/2023 |
| Drawbaugh Financial, Llc | Manasquan | NJ | 01/2021 | Present |
| College Funding Associates, Llc | Manasquan | NJ | 07/1999 | Present |
| Grantvest Financial Group, Llc | Matawan | NJ | 04/2023 | Present |
1. DRAWBAUGH FINANCIAL LLC, dba, investment related, 269 Pine Ave Manasquan, NJ 08736; OWNER, 20 HOURS PER WEEK; START DATE: 7/1997; marketing,,sales & service employee benefits & group & individual life, health, dental, disability, LTC insurance and annuities. Use this dba for securities sales as well. 2. COLLEGE FUNDING ASSOCIATES, LLC, 269 Pine Ave., Manasquan, NJ 08736, COLLEGE PLANNER; INVESTMENT RELATED NON-SECURITIES; 10 HOURS PER WEEK; START DATE: 7/1999; MARKET VIA WORKSHOPS, SALES OF SERVICES WHICH ASSIST FAMILIES WITH THE COLLEGE PROCESS. 3. ESTATE DOCS PRO, same address as above, MANASQUAN, NJ 08736, PROVIDE WEB BASED PLATFORM TO HELP CLIENTS FACILITATE THEIR LEGAL DOCUMENTS, NON-INVESTMENT RELATED; 0 HOURS PER WEEK; START DATE: 2/2021. .5 HOURS/WEEK. 4.BT Benefits Group - DBA for supplemental insurance benefits. 106 Main St, Ste. D, Matawan, NJ 07747. Non-investment related. Start date April 2023, 10 hours per month 5. FED RP, LLC - A DBA for marketing services of GrantVest Financial Group to Federal Employees. Address- 106 Main Street, Suite E, Matawan NJ 07747. O hours per month. Start Date 09/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-18 |
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